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Advisor at STRATEGIC ADVISERS LLC
BRIGHTON, MI | NOVI, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | BRIGHTON, MI|NOVI, MI | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 16, 2024 | Mar 31, 2025 | no | NOVI, MI | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Apr 14, 2015 | Apr 2, 2024 | no | FLINT, MI|HARTLAND, MI|Rochester Hills, MI|Allen Park, MI|White Lake, MI|Taylor, MI|Canton, MI|LINCOLN PARK, MI|Ann Arbor, MI|HARTLAND, MI|Westland, MI|Ann Arbor, MI|Woodhaven, MI|Southgate, MI|Detroit, MI|Wixom, MI|Northville, MI|NOVI, MI|YPSILANTI, MI|ANN ARBOR, MI|AUBURN HILLS, MI|Howell, MI|FARMINGTON HILLS, MI|WATERFORD, MI|Oxford, MI|BRIGHTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| HUNTINGTON FINANCIAL ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 2, 2024 | Apr 16, 2024 | 14 | Firm change | Ibd to ibd |